Financial Adviser

We’re buying a financial adviser to act as an intermediary between our company and customers. You’ll provide to your clientÕs financial guidance and make recommendations on the best way to best utilize their money. The perfect candidate will be able to research marketplace on available products and services, identify customersÕ needs, design financial strategies and close a sale.

Job Responsibilities:

  • Provide strategic advice across many different financial products and services (debt management, cash management, insurance coverage, investments)
  • Assess client’s overall financial picture, understand their needs and produce a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network, generate leads and grab opportunities to offer mutual funds, stocks, bonds etc. to meet up sales quotas
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to make certain profits
  • Conform to all industry rules and regulations
  • Liaise with providers, solicitors, values and other professionals

Candidate Requirements:

  • Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
  • Background of successful financial guidance
  • Capability to analyse market’s financial data and to provide appropriate data-based advice
  • Strong communication, negotiation and presentation skills
  • Accuracy, awareness of detail and the capability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems
  • Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
  • BS degree in Finance or related field

Work Trial:

Mode: ( Video / Voice / In-Person)
Work trial period varies based on individual applications.
Further information will be provided once your application is assessed.


Company Details

RGC Global

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New York
Other Industry
1000+ Employees
Business Formal
Chinese, Dutch, Spanish; Castilian